Frisch Financial Group, Inc.

EST. AUM
$931,564,656

CONTACTS
4

CLIENT ACCOUNTS
1,759

Firm Details

Metro area New York City
CRD Number 126524
Website frischfinancial.com
Client types

Overview

Frisch Financial Group is a fee-only, fiduciary, financial planning and investment management firm located in Long Island, New York City, Westchester, NY, and Tampa, FL. The firm focuses on wealth management and the simplification of complex financial situations for its clients. Its investment and financial planning recommendations are unbiased and carefully constructed in the client's best interests. The team is dedicated to uncompromising ethics. The firm works to help clients achieve their life-long ambition of financial freedom for a comfortable retirement lifestyle, day in and day out. In an ever-changing world, the firm is driven by what is right for its clients.

Platform Details

Investment Preferences

Alternative Activity